Settings and activity

91 results found

1. Archive Campaign

   6 votes

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   0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Lynn Oltmanns supported this idea  ·  Jul 2, 2024

2. Campaign categories showing on event tickets

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   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jul 2, 2024

3. Receiving a notification for guest's name updates

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jul 2, 2024

4. Bulk Delete Profiles from Campaign

   35 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jul 2, 2024

5. Statement Type Option for No Statements

   20 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jun 18, 2024

6. Summary Statement

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jun 18, 2024

7. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

   31 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jun 18, 2024

8. Customize Resend Guest Link Email

   10 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jun 18, 2024

9. Export Outstanding Contributors List in Campaigns

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lynn Oltmanns supported this idea  ·  Jun 18, 2024

10. Edit Guest Fields on Tickets in Campaigns

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jun 18, 2024

11. Organization's name in event ticket

    40 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Jun 18, 2024

12. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    24 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lynn Oltmanns commented  ·  Apr 8, 2024  ·  Edit…  ·  Delete…

    The only problem with that is if there is more than one address, email, or phone number. Which one do you make active again?

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13. include all data fields if record available for a report

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lynn Oltmanns shared this idea  ·  Mar 19, 2024

14. More than one fund linked to Opportunity

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Mar 19, 2024

15. Primary Contact Field in Reports

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Mar 19, 2024

16. Campaign exports

    2 votes

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    0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    This sounds like a great use of the Campaign Profile custom report.  You would be able to create a report with the columns you need and filter to a specific campaign.  All reports can be exported.  

    Lynn Oltmanns shared this idea  ·  Feb 22, 2024

17. Bring back the option for archived campaign to show on a profile!

    17 votes

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    3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    There is an option in the left side menu to list all campaigns.  Selecting that will bring up a filtered list of all campaigns for that profile.

    Lynn Oltmanns supported this idea  ·  Feb 22, 2024

18. Search option for online purchases

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lynn Oltmanns supported this idea  ·  Feb 22, 2024

19. Preferred Contact Profile Field

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    28 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Lynn Oltmanns supported this idea  ·  Dec 4, 2023

20. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    18 votes

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    3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Lynn Oltmanns supported this idea  ·  Dec 4, 2023